Organisational design and patterson job evaluation services for overberg water (36-Month contract)

• Overberg Water Board is a national water public entity under the Department of Water and Sanitation, providing bulk water services.
• The tender seeks a professional service provider for organisational design/development to review job profiles and conduct Patterson Job Evaluations as needed over 36 months.
• The scope includes reviewing job profiles and determining grading levels for all occupational categories from Top Management to Unskilled roles.
• The successful provider must have a minimum of 5 years' relevant experience; water sector experience is advantageous.
• The contract duration is 36 months, starting upon receipt of a purchase order. No advance payments will be made.

• Closing Date: 15 July 2026.
• Closing Time: 12:00 (noon).
• No briefing sessions, site visits, or clarification deadlines are mentioned in the document.

• For submission and general enquiries: Mr. Ayabulela Booi, Supply Chain Management Unit. Phone: 021 851 2155. Email: [email protected]
• For technical queries: Ms. Sarah Mathunyane. Phone: 021 851 2155. Email: [email protected]
• Submission Address: Overberg Water Board’s Corporate Office, Trident Park 3, Ground Floor, 1 Niblick Way, Somerset West, Cape Town.
• Central Supplier Database (CSD) enquiries: National Treasury helpdesk at 012 406 9222 or email [email protected].

• Submit one original document in a sealed envelope clearly marked with the tender number and description.
• Deposit the submission in the tender box at Overberg Water Board’s Corporate Office, Trident Park 3, Ground Floor, 1 Niblick Way, Somerset West, Cape Town.
• Ensure you register your submission in the Lodging Sheet at the Reception Desk, indicating the deliverer's name, number of copies, time, date, and signature.
• No late submissions will be accepted. Telegraphic, telexed, faxed, or emailed submissions are not allowed.
• Complete and return all required Returnable Schedules (SBD 1, Pricing Schedule SBD 3.2, Declaration of Interest SBD 4, Preference Points Claim Form SBD 6.1). Failure to do so will result in rejection.
• All enquiries and submissions must be directed only to the specified contacts: Mr. Ayabulela Booi (SCM) at 021 851 2155 / [email protected] and Ms. Sarah Mathunyane (Technical) at 021 851 2155 / [email protected]. Unauthorised communication may lead to disqualification.
• Tender prices must remain valid for 90 days from the closing date.

• Scope: Appointment of an Organisational Design/Development professional service provider to review job profiles and provide Patterson Job Evaluation services on an 'as and when required' basis for 36 months.
• Deliverables: Review job profiles and determine grading levels using the Patterson Job Grading system.
• Required for the following occupational levels: Top Management, Senior Management, Professionally qualified and experienced specialist, Skilled Technical/academically qualified employees/Junior management/supervisors, Semi-Skilled and discretionary decision-making roles, Unskilled and defined decision-making roles.
• The service provider must conduct interviews or engage with line managers during the grading process.
• Minimum Requirements:
• At least 5 years' relevant experience and track record.
• 5 years' experience in the Water Sector is an added advantage.
• Must provide evidence of job profile design and Patterson Job Gradings performed.
• Contract Duration: 36 months, commencing upon receipt of a purchase order.
• No advance payments will be made.

• The technical proposal must include a detailed methodology document covering:
• Project inception meeting.
• Review of current job profile and organisational structure.
• Job market analysis and benchmarking.
• Draft and final reports with recommendations.
• Evidence of job profile design.
• Evidence of Patterson Job Gradings performed.
• Project plan with timelines and deliverables.
• Scoring: Up to 10 points based on the inclusion of these elements.

• Company Experience: Minimum 5 years' experience in job profile development and review is required. Water sector experience is advantageous.
• Senior Analyst: Must have an Honours degree in Industrial Psychology and demonstrate hands-on experience in Patterson Job grading and profiling for top management levels.
• Evidence: Submit reference letters with start and end dates, detailed CVs outlining past projects, and proof of job design and gradings performed.

• The Senior Analyst must hold an Honours degree in Industrial Psychology (BCom/BAdmin).
• Accreditation by the Quality Council for Trades and Occupations (QCTO) or a relevant SETA is a mandatory requirement.

• Complete the Pricing Schedule (SBD 3.2) with rates exclusive of VAT for all specified occupational levels and additional costs (travel, interviews).
• Show VAT separately and provide total inclusive amount.
• Prices must remain valid for 90 days.
• The bidder warrants that prices cover all work and obligations, with errors at their own risk.

• Pricing Format: Submit rates exclusive of VAT on the provided Price Schedule (SBD 3.2).
• Required Rate Items: Quote separate rates for:

1. Top Management position

2. Senior Management position

3. Professionally qualified and experienced specialist

4. Skilled Technical and academically qualified employees, Junior management, supervisors

5. Semi-Skilled and discretionary decision-making roles

6. Unskilled and defined decision-making roles

7. Traveling cost per KM

8. Cost for Face-to-Face interview (if applicable)

• Show VAT (15%) separately and provide a total inclusive amount.
• Price Validity: Bid must remain valid for 90 days from the closing date (document states both 90 days and 60 days; the stricter 90-day requirement from the main terms applies).
• Warranty: By signing, the bidder warrants that prices cover all work, obligations, and disbursements, and that any calculation errors are at the bidder's risk.
• Overberg Water reserves the right not to appoint the lowest bidder.

• Central Supplier Database (CSD): Registration is mandatory. No award will be made to bidders not registered on the CSD.
• Tax Compliance: Must provide a valid Tax Compliance Status (TCS) PIN or CSD number. Foreign suppliers must answer a questionnaire to determine if a TCS is required.
• B-BBEE: Submit a valid BBBEE Certificate or sworn affidavit to qualify for preference points.
• Company Documentation: Provide a Certificate of Authority for the signatory and a copy of the authorised individual's ID.
• Declaration of Interest: Complete SBD 4 fully, disclosing any state employment, relationships with procuring institution staff, and interests in other companies.
• COIDA: A valid COIDA Certificate is a mandatory requirement.
• Professional Registration: The Senior Analyst must have an Honours degree in Industrial Psychology (BCom/BAdmin). Accreditation by QCTO or a relevant SETA is also mandatory.
• Joint Ventures/Consortia: Must submit a Joint Venture Agreement; failure results in disqualification. Each party must provide separate tax compliance proof.

• A valid COIDA Certificate is a mandatory requirement for bid responsiveness.
• General safety and compliance obligations are implied through adherence to all applicable laws and contract conditions.

• Contract commences only upon issuance of a purchase order or letter of appointment. Work done prior is at the supplier's own risk.
• No advance payments.
• Payment terms: Monthly payment cycle; invoices by the 20th typically paid between the 23rd and 26th of the next month. More frequent payments are at Overberg Water's discretion.
• Supplier must comply with the Basic Conditions of Employment Act and maintain required insurances.
• Overberg Water may cancel the contract for breach under GCC Clause 23.
• Joint ventures accept joint and several liability.

• All submissions become the property of Overberg Water and will not be returned.
• Bidders must comply with Public Service Regulation 13(c) regarding state employees conducting business.
• Overberg Water reserves the right not to accept any submission and incurs no liability for costs incurred in preparation.
• Public liability: Overberg Water is not liable for claims, damages, or accidents arising from the contract.
• Strict communication protocol: Only contact the designated officials in writing. Any unauthorised contact with staff or the adjudication team may lead to immediate disqualification.
• Misrepresentation of capability or empowerment credentials leads to disqualification.
• Supplier due diligence may be conducted at any time, requiring full cooperation within two days of notification.

• The 80/20 preference points system applies.
• Evaluation Phases:

1. Administrative: Completion of all Returnable Schedules.

2. Mandatory: Proof of Patterson Grading Certificate, Job Profile Training Certificate, COIDA Certificate, QCTO/SETA Accreditation, Senior Analyst's Honours in Industrial Psychology.

3. Functionality: Scored out of 100 (minimum 75 to qualify). Assesses Company Client Experience, Company Experience, Resource Experience, and Technical Proposal/Methodology.

• Quantitative assessment on Price and BEE follows for technically qualified bids.